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Venturi Wealth Management’s ZTO Express ZTO Stock Holding History

Venturi Wealth Management’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-177
Closed -$3.46K – 1886
2024
Q4 		$3.46K Buy
177
+66
+59% +$1.45K ﹤0.01% 1783
2024
Q3 		$2.75K Buy
+111
New +$2.3K ﹤0.01% 1615
2023
Q4 		– Sell
-170
Closed -$4.11K – 1449
2023
Q3 		$4.11K Buy
+170
New +$4.33K ﹤0.01% 1032
2023
Q2 		– Sell
-170
Closed -$4.87K – 1303
2023
Q1 		$4.87K Buy
+170
New +$4.64K ﹤0.01% 829

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM

Venturi Wealth Management's ZTO Position: Q1 2025 in Review

Venturi Wealth Management sold out of ZTO Express (ZTO) in Q1 2025, closing a stake of 177 shares — an estimated $3.46K sold.

Venturi Wealth Management first reported a position in ZTO in Q1 2023 and held it in 4 quarters. The position peaked at $4.87K in Q1 2023. 206 funds tracked by Wall St. Rank hold ZTO as of Q1 2025.

  • Venturi Wealth Management reported no remaining ZTO Express position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 177 ZTO Express shares in Q1 2025, an estimated $3.46K.
  • Venturi Wealth Management first reported a position in ZTO Express in Q1 2023 and held it in 4 quarters.
  • Venturi Wealth Management's ZTO Express position peaked at $4.87K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held ZTO Express as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.